Policy

CORSIA Countdown

With 130 states already participating and full mandatory coverage beginning in 2027, CORSIA is gathering pace.

But Phase 1 is entering a critical juncture: only 38M eligible credits exist against a potential demand of 163M, enforcement signals are uneven, and most airlines have yet to move on procurement.

Drawing on Sylvera's Article 6 & CORSIA Hub, this report brings together supply pipeline data, jurisdiction-adjusted demand modelling across multiple scenarios, and a forward price analysis giving the market the visibility it needs to act.

Download the report and discover:

  • Why only 38M of a potential 300M credits qualify as eligible EEUs today, and what the real supply pipeline looks like by January 2028
  • How country-level LoA and CA risk determines which credits will command a premium as the deadline approaches
  • What the US-Iran conflict, the EU's July 2026 CORSIA review, and US airline participation mean for CP1 demand
  • Why CORSIA credit prices could range from $15 to $53 per EEU - and what drives each scenario
  • The cost of waiting: how procurement timing affects both price exposure and supply availability for airlines
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